Associate Wealth Advisor
About The Position
Focus Partners Wealth is seeking an Associate Wealth Advisor to join its planning-centric team in Lee's Summit, Missouri. The role partners closely with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning, developing and implementing personalized strategies across retirement, risk management, tax, estate, and investment planning. The Associate Wealth Advisor develops, revises, and presents financial plans; creates holistic investment strategies; and collaborates with Portfolio Management on portfolio approvals, trade recommendations, and tax-loss harvesting. The role also serves as a day-to-day client contact, leads client communications, supports advisory-team operations and strategic priorities, and maintains client records and billing compliance. The position follows a hybrid schedule requiring three days in the office per week, with the option to work remotely two days per week or as assigned by the team leader. Some travel may be required to meet with clients in person. This is an exempt position with an expected annualized base pay range of $75,000–$85,000. Actual pay may vary based on experience, subject matter expertise, work location, and skill set. The total compensation package may also include an annual cash bonus and benefits.
Requirements
- Bachelor’s degree.
- Series 65 license or equivalent.
- At least 2 years of financial services experience.
- Strong interpersonal skills and a team-oriented approach.
- Knowledge of the financial industry, financial products, and financial planning concepts.
- Excellent analytical skills and attention to detail.
- Clean U4.
Responsibilities
- Develop, revise, and present financial plans using planning software.
- Apply knowledge of tax, estate, and insurance planning.
- Develop mastery of Focus Partners Wealth’s investment philosophy.
- Create holistic investment strategies for clients and monitor changes in their risk tolerance as needed.
- Develop an understanding of trading fundamentals and partner with the Portfolio Management team on portfolio approvals, trade recommendations, and tax-loss harvesting.
- Master the technology stack, including the CRM system and custodian websites.
- Serve as a resource and collaborate with other Associate Wealth Advisors.
- Independently lead client communications and interactions.
- Diligently record client communications and information in the client relationship management platform.
- Serve as the day-to-day contact for client needs and collaborate with team members to provide a high level of client service.
- Complete client billing reviews and ensure compliance for the advisory team.
- Participate in advisory-team business planning and actively support the firm’s strategic priorities.
- Meet with clients in person; some travel may be required.
Benefits
- Comprehensive benefits package.
- The total compensation package may include an annual cash bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
